-43.9%
BTDR vs UEC
+21.1%
-65.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -2.1% | -6.6% | -8.1% |
| 7D | -6.9% | -3.8% | -3.1% | -5.6% |
| 30D | -31.5% | -13.5% | -18.0% | -28.0% |
| 3M | -36.1% | -40.5% | +4.4% | -26.4% |
| 6M | -57.6% | -56.7% | -1.0% | -48.1% |
| YTD | -50.0% | -43.0% | -7.1% | -41.6% |
| 1Y | -49.6% | -42.5% | -7.1% | -41.1% |
| 3Y | +48.5% | +11.6% | +37.0% | +56.2% |
| All | -43.9% | +21.1% | -65.0% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling